The courses offered by NAIFA through its local
associations have helped me to become more
knowledgeable — and that knowledge has helped
to grow my business!
— Paul L. Farr, CLU, LUTCF
Harbinger, NC
The LUTCF program taught me how to be competitive
and confident by incorporating role-playing exercises
and sales planning projects into the curriculum.
— Marcus T. Henderson Sr., LUTCF
Nashville, TN
In today's highly competitive marketplace with heightened consumer awareness
and expanded product offerings, you must be up-to-date and well-informed
to successfully provide financial security for your clients. The professional
designations offered through NAIFA and The American College represent
accomplishment and expertise within the insurance and financial services
community. Invest in your future and establish the additional tools and skills you
need for continued success and advancement.
Knowledge is essential — and when you combine
product education with professional sales training,
you have an unbeatable combination.
— Robert E. Evans, CLU, ChFC, LUTCF
Worcester, MA
NAIFA and The American College —
Your Partners in Professional Development
For additional information about LUTCF, FSS or Horizons, contact
The American College, Office of Sales Training Administration
at [email protected]
or 800/992-4352. You can also visit their website at
www.TheAmericanCollege.edu.
Founded in 1927, The American College is the nation’s oldest
and largest nontraditional institution for higher learning, devoted
exclusively to the academic study of financial services. With
over 150,000 alumni and 32,000 current students, The College is
fully accredited by the Commission on Higher Education of the
Middle States Association of Colleges and Schools.
NAIFA, the largest financial services membership association
in the United States, advocates for a positive legislative and
regulatory environment, enhances business and professional
skills, and promotes the ethical conduct of its members. NAIFA
is a federation of 750 state and local associations that provides
advocacy and bottom line benefits at the national, state and
local levels.
I am proud of the credentials that I earned through
NAIFA — they tell my clients that they can depend
on my knowledge and professionalism to meet their
needs.
— Michael R. McNaughton, CFP, CLU, LUTCF
Webster, NY
To join, call 1-877-TO-NAIFA or go to www.naifa.org
MB-MEM-BR
Pr o f e s sional
De signa t ions
and your clients will trust you with theirs.
FSTC
LUTCF
FSS
Horizons
NAIFA and The American College have partnered to
create the Financial Services Training Council (FSTC),
an advisory board of nine industry representatives.
The FSTC provides advice and counsel to ensure that
the LUTCF and FSS designation programs satisfy the
needs of the insurance and financial services community while maintaining high standards of academic
excellence. The Council also works to reinvigorate the
LUTCF program, establish the FSS designation as an
additional standard for the insurance and financial services community and strengthen the status of NAIFA
and The College within this community.
• The LUTCF designation represents accomplishment
and professionalism helping you to establish
strong and lasting client
relationships.
• Modeled after the highly effective LUTCF program,
the Financial Services Specialist (FSS) designation
provides high-impact sales training, essential
product knowledge, planning fundamentals and
ethics training.
• Horizons is an advanced learning system offered
by The American College that allows you to
complete the CFP® Certification Curriculum while
earning six courses toward the ChFC® and CLU®
designations.
• The FSS designation tells your
clients that you can ethically and
effectively meet their financial
security goals.
• With an investment of only $2,600 you will
be prepared to pass the CFP® Certification
Examination and increase your earning potential.
• Gain the sales skills and
product knowledge needed
to build a solid career in the
insurance industry with an
investment of only $2,000.
• Advisors who hold the LUTCF
designation report a significant
increase in income due to their
having earned the designation.
• To earn the LUTCF designation, you must complete
six courses, including one ethics course.
• Expand your knowledge base
and advance your career with
an investment of only $2,000
— or as little as $1,000 if you
hold the LUTCF designation.
• To earn the FSS designation, you must complete
three required core courses and three electives.
Individuals who hold the LUTCF can receive up to
three course credits.
LUTCF and FSS classes are offered by local NAIFA associations using experienced practitioners as
moderators. Role-playing and sales-planning exercises offer a unique and productive educational
experience that allows you to apply your knowledge and enhance your skills.
• Course material is presented at the local
association level using DVD lectures by The
American College faculty.
• Successful completion of the CFP®
Certification Curriculum satisfies the
educational requirement allowing
you to sit for the two-day, 10-hour
CFP® Certification Examination
administered by the CFP
Board of Standards.
The Certified Financial Planner Board of Standards, Inc. owns the marks
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)®,
which it awards to individuals who successfully complete initial and
ongoing certification requirements.
To receive the LUTCF & FSS designations, you must be a NAIFA member in good standing during your conferment year. To retain the FSS designation, you must complete an approved ethics course ever y two years.